We have added extraordinary talent and technology to enable us to best serve our clients. Our Monitoring Team is among the first to interact with new clients, helping set up access to our data portal and are also responsible for collecting our SEC document feeds. We’d like to introduce two of the terrific professionals that …
Miterko and Associates, LLC is pleased to announce that industry veteran and alternative investment specialist, Martin Slovin, is joining our team. Martin is well-known in the Independent Broker Dealer channel as a Due Diligence expert in Alternative Investments. Martin comes to us after retiring from his most recent role where he worked as a Due …
Industry Veteran, Martin Slovin, joins Miterko and Associates
Miterko & Associates continues to expand our suite of Due Diligence related services. Most people know us as a traditional Third Party Due Diligence research firm but, while we still provide third party Due Diligence research, we offer so much more now! We currently spend most of our time on providing customized Due Diligence outsourcing …
It is rare for a third-party due diligence firm to single out any one sponsor. That said, Miterko and Associates has had the opportunity to work with Mewbourne Oil Company for many years and we recognize, along with other industry participants, that they are often cited as “best-in-class” due to their program structure, performance, their …
It has been my life’s work to understand and evaluate risk and to stay abreast of trends affecting various sectors of the alternative investment marketplace. As the pandemic has worn on, investment capital has sought safety and income, which has contributed to increased demand for industrial properties and programs. Increasing ecommerce, already a growing trend prior …
In a recent sweep of RIAs SEC examiners found widespread compliance deficiencies. Over half of the RIAs examined were cited for deficiencies relating to portfolio management practices, investment recommendations, managing and disclosing conflicts of interest, and appropriate investment allocations. Specific areas of concern included: Outdated policies, controls, and procedures Not adhering to stated policies, controls, …
I believe that as an ADISA board member I can make a difference. With the strength of ADISA’s staff and members we have the intellectual capital and the network of resources to have a positive impact on outcomes for investors, sponsors, broker dealers, and all parties involved in the development, distribution, and management of alternative …